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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
OWM
476
Opes Wealth Management
California
$216K +$222K +2,190 New
BCA
477
Bay Colony Advisors
Massachusetts
$215K +$709 +7 +0.3%
BCMO
478
Buckingham Capital Management (Ohio)
Ohio
$213K -$33.2K -328 -13%
FMN
479
Financial Management Network
California
$213K +$219K +2,164 New
AWM
480
Accurate Wealth Management
Florida
$211K -$12.5K -123 -6%
PIMG
481
Patriot Investment Management Group
Tennessee
$211K -$9.22K -91 -4%
LWA
482
Lowe Wealth Advisors
Maryland
$209K +$50.7K +500 +31%
NAM
483
NorthCoast Asset Management
Connecticut
$206K – – –
ACM
484
AlphaStar Capital Management
North Carolina
$206K +$200K +1,975 New
SFM
485
Signet Financial Management
New Jersey
$203K – – –
AIM
486
Acropolis Investment Management
Missouri
$202K +$1.72K +17 +0.8%
FFA
487
Founders Financial Alliance
North Carolina
$199K +$98.9K +976 +94%
TCM
488
TD Capital Management
Tennessee
$194K +$199K +1,968 New
LPIC
489
LeJeune Puetz Investment Counsel
Michigan
$187K – – –
BW
490
Bison Wealth
Georgia
$179K – – –
MA
491
MUFG Americas
New York
$178K -$2.13K -21 -1%
AWA
492
Arkadios Wealth Advisors
Georgia
$162K +$39.6K +391 +31%
S
493
SignatureFD
Georgia
$152K +$7.7K +76 +5%
SL
494
Savior LLC
Massachusetts
$149K -$2.84K -28 -2%
BA
495
Bellwether Advisors
Nebraska
$140K – – –
TFS
496
TrustCore Financial Services
Tennessee
$133K +$7.19K +71 +6%
BCPWM
497
Bradley & Co Private Wealth Management
Florida
$130K +$13.4K +132 +11%
EW
498
Element Wealth
Mississippi
$129K – – –
HA
499
Herold Advisors
New York
$126K +$130K +1,286 New
GEA
500
Glen Eagle Advisors
New Jersey
$121K +$203 +2 +0.2%
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20
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